Ledgewood Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Ledgewood Wealth Advisors’s Portfolio BSCQ Stock Details BSCQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.82M	Sell	298,366 -19,373	-6%	-$379K	3.21%	13
2026 Q2	$6.2M	Sell	317,739 -12,787	-4%	-$250K	3.29%	10
2026 Q1	$6.46M	Buy	330,526 +14,996	+5%	+$293K	3.63%	9
2025 Q4	$6.18M	Buy	315,530 +37,018	+13%	+$725K	3.56%	9
2025 Q3	$5.45M	Sell	278,512 -22,639	-8%	-$442K	3.22%	10
2025 Q2	$5.88M	Buy	301,151 +167	+0.1%	+$3.26K	3.7%	8
2025 Q1	$5.86M	Buy	300,984 +4,827	+2%	+$94K	3.78%	8
2024 Q4	$5.75M	Buy	296,157 +40,916	+16%	+$796K	3.71%	8
2024 Q3	$4.99M	Buy	255,241 +61,107	+31%	+$1.19M	3.36%	10
2024 Q2	$3.72M	Buy	194,134 +19,492	+11%	+$374K	3.21%	13
2024 Q1	$3.35M	Sell	174,642 -1,930	-1%	-$37.1K	3.12%	12
2023 Q4	$3.41M	Buy	+176,572	New	+$3.35M	3.15%	12

Other funds holding BSCQ

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ledgewood Wealth Advisors's BSCQ Position: Q3 2026 in Review

Ledgewood Wealth Advisors reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 6.1% in Q3 2026, selling an estimated $379K and leaving 298,366 shares worth $5.82M. The position accounts for 3.21% of the portfolio, ranked #13.

Ledgewood Wealth Advisors first reported a position in BSCQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.46M in Q1 2026. 19 funds tracked by Wall St. Rank hold BSCQ as of Q3 2026.

Ledgewood Wealth Advisors held 298,366 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $5.82M as of Q3 2026.
Ledgewood Wealth Advisors sold 19,373 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2026, an estimated $379K.
Invesco BulletShares 2026 Corporate Bond ETF made up 3.21% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #13 holding.
Ledgewood Wealth Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Ledgewood Wealth Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $6.46M in Q1 2026.
19 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.